4,228 hedge funds and large institutions have $482B invested in Visa in 2024 Q4 according to their latest regulatory filings, with 562 funds opening new positions, 1,644 increasing their positions, 1,599 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,228
Holders Change
+393
Holders Change %
+10.25%
% of All Funds
56.28%
Holding in Top 10
547
Holding in Top 10 Change
+152
Holding in Top 10 Change %
+38.48%
% of All Funds
7.28%
New
562
Increased
1,644
Reduced
1,599
Closed
100
Calls
$5.77B
Puts
$6.4B
Net Calls
-$629M
Net Calls Change
-$894M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
3401
SNS Financial Group
Minnesota
$466K -$180K -570 -28%
GEM
3402
Global Endowment Management
North Carolina
$465K -$82.5K -261 -15%
SIC
3403
Schwartz Investment Counsel
Michigan
$465K
EA
3404
Echo45 Advisors
California
$464K -$8.19K -26 -2%
FFG
3405
Fortem Financial Group
California
$464K
FA
3406
Fortis Advisors
Pennsylvania
$464K +$31.6K +100 +7%
FWP
3407
Falcon Wealth Planning
California
$464K +$23.7K +75 +5%
MIM
3408
Marco Investment Management
Georgia
$463K -$2.53K -8 -0.5%
OFO
3409
OneAscent Family Office
Alabama
$461K +$461K +1,458 New
MF
3410
Montis Financial
Massachusetts
$461K +$31.3K +99 +7%
TFM
3411
TFC Financial Management
Massachusetts
$459K -$51.5K -163 -10%
JWM
3412
JFG Wealth Management
Colorado
$459K +$27.8K +88 +6%
MWA
3413
Muirfield Wealth Advisors
North Carolina
$457K +$7.27K +23 +2%
GPW
3414
Genesis Private Wealth
Virginia
$456K +$456K +1,442 New
DWG
3415
Darden Wealth Group
Michigan
$455K +$17.4K +55 +4%
MAM
3416
Marquette Asset Management
Minnesota
$455K
CGA
3417
Crescent Grove Advisors
Illinois
$454K +$9.8K +31 +2%
UBG
3418
United Bank (Georgia)
Georgia
$454K -$8.22K -26 -2%
LFG
3419
Lockerman Financial Group
California
$454K -$16.4K -52 -3%
HNWAG
3420
High Net Worth Advisory Group
Florida
$454K
AWP
3421
Abacus Wealth Partners
California
$454K -$76.5K -242 -14%
PIN
3422
Prudent Investors Network
California
$453K +$45.2K +143 +11%
MEAC
3423
M.E. Allison & Co
Texas
$452K +$452K +1,431 New
AMG
3424
Advisors Management Group
Wisconsin
$451K -$4.74K -15 -1%
MWC
3425
MBM Wealth Consultants
Missouri
$451K -$10.1K -32 -2%